智通财经APP获悉，泡泡玛特(09992)涨超3%，高见139.8港元继续刷新上市以来新高，年初至今股价累涨逾54%。截至发稿，涨3.28%，报138.4港元，成交额4.46亿港元。
消息面上，泡泡玛特将于3月26日（下周三）披露2024年全年业绩。临近财报业绩披露日期，多家大行发布泡泡玛特业未来业绩、销量看好预期研报。大摩预计，泡泡玛特2024财年销售额将翻倍，2024财年第四季度同比增长约135%。2025财年，预计泡泡玛特销售额增长47%，其中中国市场增长27%，海外市场增长77%。2025财年第一季度销售额有望增长超过100%，得益于数月前推出的多款热门产品迅速售罄。
美银证券研报指出，预测泡泡玛特2023至2026年间收入及净利润年均复合增长率将分别达到56%及84%，目前对2024至2026年每股盈利预测比市场普遍预期分别高出25%、37%及49%，认为市场低估了其海外业务的增长及用户参与度。花旗研报则指出，中国IP商品市场人均消费支出相较于发达市场仍处于较低水平，具有巨大的增长潜力。而其看好泡泡玛特培育成功专有/独家IP的能力。
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